AUMdb

Iem 401(k) Plan

Sponsored by The New Iem, Llc · EIN 651212631 · Plan #001

Total assets
$43.4M
Net assets
$43.4M
Active participants
1,623
With balances
1,215

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $71,614
Empower Annuity Insurance Company O Recordkeeping fees $65,279
Empower Advisory Group, Llc Investment management $25,216